openai

OpenAI wants its own Alexa, but on steroids. Its first device seeks to change the relationship with AI, according to Bloomberg

by

Home assistants have been operating for years around a simple logic: we give an order, the device executes a task and the relationship usually ends there. The bet that OpenAI would be working on aims precisely to break that limit and give artificial intelligence a more continuous role within the home. It wouldn’t just be about answering questions or activating services, but about learning from the user and offering help before they have to ask for it. The OpenAI device. According to BloombergOpenAI is working on a screenless home device, similar in general appearance to a speaker, but designed to be moved around the house thanks to a rechargeable battery. The company would like to make it the physical embodiment of ChatGPTcapable of responding to messages, playing content, controlling connected devices and helping with different tasks. It should be noted that the company has not presented it and there is no official information yet. Jony Ive, Apple’s former design chief, is also behind the project. OpenAI paid $6.5 billion in 2025 for io Productsthe company he had co-founded, while his studio LoveFrom participates in the design of this new family of devices. The team also brings together numerous former Apple designers and engineers responsible for products like the iPhone and Mac, a concentration of talent that helps understand both the ambition of the project and the legal conflict surrounding it. Your own Alexa, but with another ambition. The entry of the firm led by Sam Altman in the home it would put it in front of Amazon, Google and Apple, companies that have been building their own ecosystems of speakers, assistants and connected devices for years. According to the aforementioned medium, the difference would be in a more personalized and proactive experience, capable of learning from the user and offering information without always waiting for an order. OpenAI would describe it internally not as a simple smart speaker, but as a computer conceived from the beginning to work with artificial intelligence. The difference would be in its ability to interpret what is happening around it using a camera, several sensors and more advanced models than those available in conventional home assistants. Instead of processing an isolated instruction, the system could take into account the environment and the specific moment to determine what information is useful and how to respond. New voice model. Much of that experience would depend on GPT-Livea more advanced version of ChatGPT’s voice mode that OpenAI launched in July 2026. The idea is that you can listen and speak at the same time, adapting more naturally during conversations and processing information quickly. The device would also incorporate mechanical elements capable of moving on their own. With this, the company would try to reinforce the personality of the device and generate the feeling that “it is alive.” To anticipate, you will have to know us. OpenAI would like the device to become a kind of expert on its user over time, capable of identifying what information may be useful at any given moment. Bloomberg notes that to achieve this, it could turn to personal information, such as emails, and use it to better understand its owner. This personalization would be one of its main arguments, but it would also force us to decide to what extent we are willing to open our digital lives. Apple’s lawsuit. The project is also moving forward under pressure from a Apple lawsuitwhich accuses OpenAI of having used trade secrets to accelerate the development of its devices. OpenAI maintains that it knows of no evidence to support those accusations, although Apple has requested a court order that could delay its commercialization. According to Bloomberg, the company aims to present the product during 2026 and launch it in 2027, as long as the technical and legal process allows it. The final bet is to turn ChatGPT into a physical presence that we live with daily. Images | OpenAI/LoveFrom In Xataka | Alexa+ arrives in Spain with the ambition of understanding real conversations: we have seen it in action and everything changes there

OpenAI wanted to simplify its AI products. You’ve ended up with a salad of ChatGPT, Atlas and Codex

by

If you have become accustomed to opening the application ChatGPT and always work from the same place, when you update you may find yourself with a quite different experience. OpenAI is reorganizing its products and, with them, the routines of those who had already turned their solutions into tools for daily use. The move promises to concentrate functions, but it also forces us to understand again which application should be opened, which environment corresponds to each task, and which parts of the previous flow continue to work the same. Three main pieces. The desktop application that we knew is now called ChatGPT Classic, while a new ChatGPT application brings together Chat, Work and Codex in the same environment. At the same time, Atlas enters its countdown: the browser will remain available for a few weeks, but OpenAI has set its withdrawal for August 9, 2026. The company thus concentrates more capabilities under a single brand, although during the transition names, applications and functions that are not obvious at first glance will coexist. They are not three versions of the same ChatGPT. Chat continues to be the space to talk, write, search for information, analyze files or resolve specific queries. Work is designed for longer, multi-stage tasks, such as researching a topic, cross-referencing documents, and preparing reports or presentations. Codex keeps the focus on software development and can work with code, repositories, terminals and other technical tools. All three share an application, but each one responds to a different way of working. The new desktop experience. The changes land on both macOS and Windows. Chat access appears in the left panel next to Work and Codex. When selected, the conversation opens within the general environment, although it can be separated into another window. OpenAI thus retains the most recognizable feature of ChatGPT, but makes it a part of a broader product, with a different organization for those who used the previous application. Atlas, in retreat. OpenAI is moving some of its capabilities to the new app’s built-in browser and to a extension for chrome. The architecture also includes a remote browser from which agents can complete tasks. Anyone who used Atlas as their regular browser will have to prepare for the move: the bookmarks they want to keep can be exported to Chrome, while cookies and passwords can be moved to the new application. Open tabs and browsing history are not transferred automatically. There are alternatives outside. Google is taking Gemini to Chrome itself to understand the open page, summarize content, compare information between multiple tabs, and, in supported accounts, complete multi-step actions. The deployment continues to be limited by region and Spain is not currently among the supported territories. Comet by Perplexitymaintains the browser-agnostic formula and is available on Mac, Windows, Android, iPhone and iPad. Perplexity Pro users can also choose between models from companies such as OpenAI, Anthropic and Google. The idea behind the changes. OpenAI wants ChatGPT to stop being just a chatbot and become the gateway to practically its entire ecosystem. Instead of maintaining separate apps for chatting, scheduling, or browsing, concentrate those functions under one brand. The commitment is reminiscent of the evolution of other large technological platforms, which over time have absorbed previously separate tools to reduce fragmentation and turn a single application into the center of the experience. Background. OpenAI wanted to reduce the complexity of the selector with the arrival of GPT-5but encountered users who did not see the models as interchangeable parts. Some depended on GPT-4o for specific jobs; others preferred his creative abilities and his way of conversing. The company backtracked and offered it again to paying users, before permanently removing it from ChatGPT on February 13, 2026. Perhaps in a few months this transition will be easier than it seems today. But the change brings to mind a well-known idea in software design: We don’t just learn to use a tool, we also build habits around it. When these habits are changed suddenly, the adaptation period becomes as much a part of the experience as the new functions. OpenAI’s challenge will be to make the integration easier for the user than the collection of products it aims to replace. Images | OpenAi In Xataka | The new Grok 4.5 and Muse Spark 1.1 have a groundbreaking bet: to make 90% of their rivals at 20% of their price

Amazon invested $50 billion in OpenAI. Four months later, he has hidden an already finished film about Altman

by

‘Artificial’ is a film already completely finished. Luca Guadagnino, director of ‘Rivals’ and ‘Call Me by Your Name’, filmed it between July and October 2025, with Andrew Garfield in the role of one of the men of the moment, Sam Altman. It has been shown in different test runs and has been liked. It cost 40 million dollars. And on Friday, June 20, 2026, Amazon announced that it would put it in a drawer and not distribute it. What happened. The decision It came from Mike Hopkins, head of Prime Video and Amazon MGM Studios, who personally communicated the resolution to Guadagnino’s team. The director was dismayed and Amazon communicated this in an extremely diplomatic, almost incomprehensible way: “We have the greatest respect and admiration for Luca Guadagnino as an award-winning filmmaker, and also a long-standing relationship that we hope to continue. We believe that ‘Artificial’ will work better in another studio and we are working closely with the team to find it a new home.” Of course, data is missing here. What really happened. On February 27, 2026, four months before the announcement, Amazon and OpenAI announced a multi-year strategic alliance. Amazon will invest $50 billion in OpenAI, starting with $15 billion immediately and an additional $35 billion when certain conditions are met. AWS becomes the exclusive cloud delivery provider for OpenAI Frontier, the company’s enterprise AI agent platform. In addition, OpenAI expands its infrastructure consumption agreement on AWS by $100 billion over eight years, and commits to deploying approximately 2 gigawatts of Trainium capacity, Amazon’s proprietary chips. Why ‘Artificial’ is so controversial. ‘Artificial’ it has a comedy point bitter, and comes with the stamp of screenwriter Simon Rich, who worked on none other than ‘Saturday Night Live’. The story focuses on the 72 hours in November 2023 when the OpenAI board removed Altman and He hired him again days later.. The comparison with ‘The Social Network’, the film by David Fincher and Aaron Sorkin about the origins of Facebook, has come up numerous times among those who have been able to see ‘Artificial’. Also it has been said that Altman is portrayed as a pathological liar, and is described by another character in the film as “one of the most manipulative people on the planet.” All of this, of course, had been approved by Amazon, although the film apparently became darker as filming progressed. Some speculation suggests that Amazon saw the setup, realized the potential damage to its numbers and image, and that they simply did not want to commit billions at a stroke. Even more, is spoken that Amazon’s investment in OpenAI “undoubtedly” influenced the decision to abandon the film. September 2026. OpenAI wants to debut on the stock market in September 2026, with a valuation of between $730 billion and $850 billion. The company filed its confidential S-1 with the SEC on May 22, 2026. If the Initial Public Offering prepared by OpenAI goes well, Amazon’s stake appreciates very substantially. Possibly, the view of Altman as a pathological liar does not benefit this stock market bet, and Amazon does not want to be behind this hypothetical put a spanner in the works. Nobody wants ‘Artificial’. For some time now, we have seen how this same path that ‘Artificial’ has begun to take was experienced by films produced by companies eager not to spend more money than strictly necessary. It happened with ‘Coyote vs.- ACME‘, which has finally found its way, or with ‘The war of tomorrow‘, which Paramount produced and Prime Video released in the pandemic. The curious thing about this case is that no one seems to want to approach the project. CAA Media Finance, which represents Guadagnino, has been conducting private passes for potential distributorsand the likes of Netflix, A24, Focus Features, and Warner Bros.’ Clockwork have all nixed the project. At the moment, only Mubi or Neon are potential candidates. And how is this, that A24, queen of independents and difficult projectsAren’t you interested? Well, because the distributor is backed by Josh Kushner’s Thrive Capital, who sits on OpenAI’s board and is among its most prominent investors. Amazon’s story repeats itself with A24 because AI money is widespread throughout the entertainment financial ecosystem. And so it is difficult to produce ambitious and independent films. In Xataka | AI is going to generate unprecedented wealth. The question everyone is starting to ask is who is going to stay with her?

OpenAI lost $38.5 billion in 2025, almost eight times more than in 2024. It will still go public

by

The well-known analyst Ed Zitron has leaked the audited financial statement of OpenAI for 2024 and 2025. The data is overwhelming and shows how the company, which lost $5 billion in 2024, lost almost eight times more in 2025: $38.5 billion. These colossal amounts do not seem to be an obstacle to the company’s new ambition: going public. It looks like a big hole… When analyzing the 2025 numbers, it is clear that OpenAI’s operating business is not the real cause of this hole in its accounts. Much of the net loss is due to the transition that the company made from an entity non-profit (non-profit) to a traditional business corporation (for-profit). By doing soUS tax regulations caused a loss of $41.55 billion due to changes in the value of convertible interests and stock options (warrants) that had been agreed with partners and investors. …but maybe it’s not. The fascinating thing about this situation is that although the data is worrying, it also contains a probable contradiction. OpenAI records this colossal loss of $41.55 billion not because business is bad, but precisely because it is worth much more than before. How do they explain in Financial Timesupon becoming a for-profithad to update all those “accounting promises” at a fair and reasonable value, which generated that notable negative impact on the balance sheet. The “real” loss. The leaked balance sheet explains that if this “technical” loss from revaluation and some other tax credits is discounted, the pure operating loss from its traditional commercial activity is around a much more acceptable figure and less than $8 billion. It is still a huge amount (in 2024, we repeat they lost 5.08 billion), but it changes the perspective. Investors still believe in OpenAI. These data may seem terrifying and should make investors flee. They are doing just the opposite because they firmly believe in the future of the company. A few months ago the company raised an absolutely astronomical investment round of 122 billion dollars to reach a valuation of $852 billion. At the moment the one that wins is Microsoft. The leak also shows who is currently the big financial winner of this AI fever: Microsoft. In 2025, OpenAI paid the Redmond giant a total of $17.2 billion to be able to use the computing capacity of its cloud infrastructure, Azure. The amount Microsoft paid OpenAI for licenses or services was ridiculous by comparison: $303 million. Source: Sherwood News. Revenue is growing. For investors, the metric that is sustaining optimism is the speed at which OpenAI has managed to grow its revenue. The company closed 2025 with consolidated revenues of 13.07 billion dollars, almost tripling the 3.7 billion in 2024. But what is really notable is the evolution of its annualized income (Annual Run Rate, ARR), which allows projecting what is expected to be earned at the end of the year. OpenAI started at a pace of $1 billion per quarter, and then accelerate and end up closing with a turnover of more than 2,000 million per month (per month!). The condemnation of everything free. OpenAI’s commercial strategy, however, may have been its great Achilles heel. The company has paid a high price for wanting to be the free AI of the end user. Keeping hundreds of millions of people querying for free on ChatGPT certainly has a huge impact on operating costs. That contrasts with Anthropic’s approach, which from the beginning focused on business users who pay in much greater proportion. This tactic has allowed the rival company to achieve something unusual: make money with AI. With small print, but they win it. And the IPO, what? The truth is that OpenAI has already sent the confidential documentation that the Securities and Exchange Commission (SEC) needs to start the IPO process. That doesn’t necessarily mean such an IPO is near, but there’s a problem: Anthropic has taken the exact same step. If the company led by Dario Amodei comes forward in that appearance on Wall Street, it will be another reputational battle won just at the moment when OpenAI is generating the most doubts. In Xataka | Anthropic is at the most important moment in its history and has a warning: we must lift the AI ​​accelerator

OpenAI wants to turn ChatGPT into a super app. Users fear the worst

by

Internal statements cited in The Financial Times reveal how OpenAI is preparing what could be the biggest change for ChatGPT since its launch in November 2022. The company It already has 1,000 million users of the free version of its models, but wants to increase the number of those who pay, and the key is the change of approach. chat is dead. The summary of the approach is in the phrase “Chat is dead”, uttered by a senior company official under anonymity. Keeping 1 billion users using the chatbot for free requires enormous computing power and therefore money. That does not seem to have a clear return at the moment, so the company no longer sees ChatGPT as the final product, but as a gateway to hook the user and gradually convince them to use the company’s paid services, such as ChatGPT Plus. A super app on the horizon. The objective, say sources close to the company, is to launch a super app that combines both programming tools and AI agents, which will make it possible to add paying subscribers to a platform that needs to eat income. Especially considering that its IPO is imminentjust sent documentation to the SEC to prepare for that move. Codex as the center of everything. The idea here is to turn Codex into that revenue engine that ChatGPT has not been. Following the launch of the desktop application in February 2026, Codex has already multiplied its weekly active user base by six, and now exceeds 5 million. While ChatGPT has a small proportion of paying users, the vast majority of Codex users pay a subscription. Third-party apps and services. The ChatGPT interface redesign is expected to begin rolling out in the coming weeks on both the web and mobile apps. In a first phase ChatGPT will “direct” users to third-party services such as Canva or Booking, they say in the FT. The idea is that over time OpenAI will get rid of prompts so that its models understand the intention of their users when they use the website or the app. Agents in power. The new approach considers that the real value of the market is not in writing poems or summarizing texts, but in using agents that help us both personally and professionally. According to those responsible cited in the newspaper, the classic distinction between a web search engine, a chatbot and an AI agent for programming will disappear so that the future ChatGPT will be crazy without us realizing it. Thibault Sottiaux, who did speak officially, confirmed that they were preparing “a personal agent who is capable of helping you in any facet of your life, whether personal or professional.” Reasonable criticism. Photo users like Reddit They have reacted with clear criticism to this news. Existing ChatGPT Plus subscribers enjoy nearly unlimited conversational access and, separately, “credits” via the Codex programming API. If everything is merged into a new super app, these users fear that this theoretical unified agent will end up consuming an account’s tokens much faster and the pay-per-use model will harm them all. If the evolution of these models has taught us anything, it is that In fact, agents have made using AI (quite a bit) more expensive for intensive users. Mass adoption is no longer enough. When the AI ​​race began, OpenAI seemed to be happy to attract the largest possible volume of users even at the cost of putting revenue at risk. They believed that they would end up capturing that part sooner or later, but Anthropic appeared on the scene. Amodei’s company has managed to attract paying users – business users – and now OpenAI sees how its initial strategy does not seem to work. In Xataka | Anthropic’s IPO is very similar to the one Netscape carried out in 1995. That is worrying

Anthropic has moved ahead of OpenAI in its race to go public. This is very bad news for Sam Altman

by

Anthropic confirmed on Monday which has formally registered its application for its long-awaited IPO. The operation may become the largest in the history of its type, and reminds us of another singular moment. In August 1995, Netscape went public and marked the beginning of the era of the Internet and dotcom fever. That turned out to be a bubble, but “good”. The question is if it will be repeated what happened then. The original Netscape moment. When Netscape went public, the company had only been on the market for 16 months and had not made a profit in all that time. It didn’t matter. The shares went on the market on August 9, 1995 with an initial price of $28. On its first day of trading, the value skyrocketed quicklyreaching a high of $75 before closing at $58.25. In December of that year it would reach its maximum value, $171 per share. The rest, as they say, it’s history. Netscape’s IPO sent the Nasdaq technology index soaring… until the dot-com bubble hit in 2000. Source: Reuters. Anthropic could break all records. Anthropic’s spectacular growth in recent months has made the company in the pretty girl of the AI ​​sector. The recent investment round has raised its valuation to $965 billionan incredible figure considering that the company is barely five years old. It has also overtaken OpenAI, whose valuation It is currently around $850 billion.. Both were moving to go public this year, but Anthropic has gone ahead again, something that at first glance seems like another victory against its main rival. What Netscape taught us. The explosion of Netscape in 1995 gave rise to fierce competition: companies promising gold and moro did not stop appearing, and the dotcom bubble grew. Too many companies managed to attract investment without a clear business plan and the situation ended up leading to the bursting of the bubble. A few companies survived and managed to become the great giants of today’s technology. good bubbles. That bubble could be described as “good” because although many companies failed, those that remained and those that were created later ended up leading this revolution called the internet. For many, the AI ​​bubble exists, but it is similar to the dotcom bubble in that: many companies could disappear if it bursts, but the final result, they say, will be positive for the evolution of our planet. But Anthropic is very different from Netscape. Although these IPOs present certain analogies, the situation of these companies is very different. Netscape suffered greatly to monetize its software and would end up in the hands of AOL in 1999 when its stage was closing. Anthropic has shown that its approach to businesses works, and in fact this past quarter it surprised by achieving profits (with small print) when everyone expected losses. And still, total uncertainty. Anthropic’s projection—like that of OpenAI—is spectacular on paper, but we are talking about companies that in recent years have not stopped burning money to achieve the most powerful models on the market. All technology companies have been devoured by the AI ​​fever, but today the only ones who win (a lot) money are those that provide components for AI infrastructure. Milestone. The bet is that this infrastructure will be necessary because we will all use AI models on a massive scale, but it is not at all clear that this expectation will be met. It may not, but Anthropic’s IPO will certainly mark a milestone in the dizzying growth of this segment. And victory for Amodei. This year we will likely see three historic IPOs. SpaceX seems to be the first in breaking records, but both Anthropic and OpenAI follow in their footsteps. That the company led by Dario Amodei has formally confirmed its preparation for that exit is a symbolic victory against its great rival, Sam Altman, who is also planning the IPO of OpenAI. In recent months Anthropic has managed to turn the tables, and has gone from being the pursuer to the leader of a race that certainly is not over yet. Image | Wikimedia In Xataka | Anthropic is one step away from being worth as much as Samsung. And what the market is buying is not Claude

Anthropic just surpassed OpenAI as the world’s most valuable AI startup

by

Anthropic is no longer the eternal second fiddle. The company that was always in the shadow of OpenAI has become the main protagonist of this segment in recent months. Its growth is so spectacular that in its latest round of financing it has managed to surpass OpenAI’s valuation. It is an extraordinary milestone, especially for one reason: both hope to go public before the end of the year, and here Anthropic has the upper hand (again). Overtaking on the right. The company founded by the Amodei brothers has raised a colossal financing round of 65 billion dollarsand with it Anthropic’s valuation becomes 965,000 million post money. It is a financial achievement that suddenly destroys OpenAI’s valuation, which is currently stuck at $730 billion. This latest round comes just three months after Anthropic will raise 30,000 million of dollars, cccadadasdsas in an agreement that placed its valuation at 350,000 million dollars. The growth is simply amazing. Anthropic is the coolest company. The valuation reflects a compelling reality: Anthropic is (much) more fashionable than OpenAI. The company has taken great advantage of recent controversies to increase its popularity, and its brand image has been greatly reinforced because it is the company that everyone is talking about. What happened to the Pentagon first and what has happened with the encyclical Magnificent Humanitas of the Pope then they show it. And the one with the best models (seems) to have. OpenAI seemed to be ahead in the AI ​​race with models leading the way. That changed with the arrival of Claude Code and Claude Opus 4.5. Since then, Anthropic’s advances have been striking, and although the differences are small, the popular perception is that Claude Opus is now the model that leads in performance. This has just been confirmed in benchmarks with the recent release of Claude Opus 4.8but above all with Claude Mythos Previewthe model that has been put the world of cybersecurity upside down. They already make money. A few days ago, surprising news leaked: Anthropic could close the second quarter of the year with an operating profit of 559 million dollars. He would make money when the rest of his rivals lose a lot. The projected annual turnover has managed to exceed $47 billion this month, five times more than the amount estimated at the beginning of the year. The reason: the overwhelming success of Anthropic models in companies. That’s where the money isand the company has known how to 1) detect and 2) take advantage of it before anyone else. Memory manufacturers enter the round. The financing round is led by venture capital firms such as Greenoaks, Sequoia, Altimeter and Dragoneer, but this time there are other protagonists. These are the semiconductor firms Samsung, Micron and SK Hynixwho have also participated and who have taken advantage of their current privileged position to also bet on the success of Anthropic. It’s a win-win: they bet on the current winning horse, and Anthropic manages to strengthen relationships with the companies that right now they control one of the big bottlenecks of the AI ​​industry: memory chips. The IPO is imminent. This surprise meteoric intensifies the pressure on OpenAI and further encourages (if that was possible) that other race, which is the IPO of both these two companies and SpaceX. We are in a year that will be remembered for three stratospheric IPOs, but these latest achievements by Anthropic have made the company led by Dario Amodei now the main protagonist in the technology segment. Image | Fortune Brainstorm Tech In Xataka | The surprise of the new Claude Opus 4.8 is not that it is (a little) better. The surprise is the “I only know that I know nothing”

As Silicon Valley perpetuates its workday, the four-day work week has found an unexpected ally: OpenAI

by

While in the mecca of the technology industry celebrates the “996” model (from nine in the morning to nine at night, six days a week) as a mantra to not to be left behind In the AI ​​race, the creator of ChatGPT stands out by proposing just the opposite: reducing working hours with a four day work week. OpenAI just published your report ‘Industrial Policy for the Intelligence Age: Ideas to Keep People First‘. In it, the company suggests that AI can be the perfect excuse for us to work fewer hours a week without losing a cent of our salary. The idea is not just an academic conjecture, but proposes a package of labor policies designed for the age of AI. Four-day days without touching the salary. One of the most surprising sections of the report refers to “efficiency dividends.” With them, OpenAI proposes that governments, companies and unions promote pilot tests of 32-hour days or four days of work per week without salary reduction, as has been established tested successfully in different countries around the world. The stated objective is to maintain the same levels of production and service, taking advantage of the automation options provided by AI and then making the leap to a model of permanent reduced working hours or cumulative vacation days for employees. The striking thing about the proposal is not its content itself, something that has already been implemented with success in some companiesthe key is who proposes the change. Instead of a union or a workplace welfare study, the idea comes from the company itself that is accelerating the transformation of the labor market around the world. Not just reduction in working hours: better pensions and care. OpenAI presents this measure as a way to redistribute part of the productivity benefits extra generated by AI, so that profits are not concentrated only in the shareholders or in the big technology companies, but that the entire population participates in this advance. The four-day week is just one of the most striking measures, but the report goes much further. OpenAI suggests that companies that profit from AI also increase their contributions to their employees’ pension plans (not just those of their managers as a bonus), and that they cover more of their employees’ healthcare expenses. He also proposes what he calls “benefit bonuses“, direct bonuses linked to improved productivity and subsidies for the care of minors and the elderly. If robots work, let them quote. The document recognizes that AI automation can lead to the massive displacement of jobs and further concentrate wealth in a very small number of large companies. That is why it calls for more robust social protection networks. Curiously, OpenAI’s postulate coincides with the statements made a few weeks ago did Bill Gatesarguing that if AI was to reduce dependence on human labor, taxation should shift from wages and contributions to capital gains and corporate profits. The document introduces the idea of ​​”taxes on automated work”, linked to jobs previously done by people who would be replaced by robots. In Xataka | The war in Iran has achieved something that no government has achieved: giving reasons to bring back teleworking Image | Unsplash (Nathan Kuczmarski)

The sector already invoices 80,000 million a year, but OpenAI and Anthropic take 89% of the income

by

Everyone wants to get a piece of the AI ​​pie, but the reality is that the pie today belongs to two companies: OpenAI and Anthropic. This confirms it an analysis from The Information in which the income of the 34 most relevant companies in the market today has been analyzed. The accounts are beginning to be striking, but so is the reality of this new technological duopoly. The sector doubles income as a whole. According to the data collected by this means, these 34 companies have an annualized income of 80,000 million dollars, about 6,600 million dollars per month. That represents 112% more than six months ago, which means that these companies have grown more than double in that period of time. The most relevant fact is not in fact that. But in reality Anthropic and OpenAI are the ones thatthey win. That figure would be promising if it weren’t for the other major conclusion of the study: 89% of that income goes to just two companies: Anthropic and OpenAI. The other 32 share “the crumbs”, because almost 9 out of every 10 dollars in income goes to the accounts of these two new technological giants. This is generative AI. The analysis published by The Information includes the 34 main companies in the generative AI sector. Therefore, hyperscalers (Amazon, Microsoft, Google) or other large technology companies that participate in other areas of the industry. The report is therefore especially striking when it comes to verifying how much these companies are earning, and the reality is clear: they have grown very, very quickly. But (I). We have two big buts. The first: although both Anthropic and OpenAI are growing significantly in revenue, it must be taken into account that not all of them are for these companies. Anthropic has to give up some of that revenue to both Amazon and Google because they resell their services. OpenAI must also share 20% of its revenue with Microsoft until 2030, which means that this year it will have to pay about $6 billion. Companies have turned to AI, and the big winners are both OpenAI and Anthropic, which has accelerated exceptionally in 2026. Source: VisualCapitalist. But (II). The second but is even more important, and is that of a reality that continues to be overwhelming: these companies continue to spend much more money than they earn. OpenAI itself has estimated an expense of 600 billion dollars in computing capacity until 2030, and only in 2026 are their losses expected to triple to 14 billion dollars. It doesn’t matter if you win a lot: you keep losing even more. With Anthropic there is no recent spending estimate data, but the company itself has a projection of a cash flow of $17 billion in 2028. That is not the same as profits but it is a clear indication of when it expects to stop losing money. The important thing here is that this is an estimate. It could be fulfilled, but it could also not be fulfilled. The little ones grow. Three of the best-known AI startups have crossed the barrier of 500 million annual revenues since December and they now join Cursor, which achieved it last summer. These are Perplexity, ElevenLabs and Cognition, which demonstrate that they are already capturing part of a market that does not stop growing… and spending. But the big ones don’t stop distancing themselves. Although all of these startups already have an important dimension, Anthropic and OpenAI are at another level. Both have grown exceptionally and in recent times we have seen the takeover from Anthropic to OpenAI, which already has managed to achieve in market valuation. The creators of Claude were valued at 380 billion in February, but the success of Claude Code and his models in business environments has caused its price to skyrocket. The company plans to raise tens of billions of dollars this summer to reach a valuation of nearly a billion dollars. Stock market IPOs in sight. Both OpenAI and Anthropic are preparing their respective IPOs, and in both cases they hope to lift each about 60 billion dollars from investors to become companies right off the bat with market capitalizations that could be around a trillion dollars. It is an extraordinary figure, especially considering that at this time only 13 companies around the world they exceed that figure. In Xataka | Google and Amazon Just Invested Billions in Anthropic: It’s the Biggest Clue About Who’s Winning in AI

The trial against Sam Altman seemed like a duel between two millionaires. It has ended up uncovering the ins and outs of OpenAI

by

Three weeks of testimonies, 78 messages between Sam Altman and Mira Murati during the night they were going to kill him as CEOemails where Greg Brockman wrote in his personal diary how nice it would be to “earn billions” and Satya Nadella describing the OpenAI board as ““amateur city”. This Thursday the final arguments of the Musk vs. Altman trial were held in a federal court in Oakland. The lawsuit asked for 150,000 million in damages and the dismissal of Altman. What has been left for the public has not so much to do with the verdict. Why is it important. OpenAI is, despite its name, one of the most secretive companies in Silicon Valley. Its internal functioning, until now, was known through highly selected profiles in The New Yorker or specific leaks. The trial has forced the company to publish emails, text messages, personal diaries and depositions that depict an organization very different from the one that sells its official communication. A company plagued by power struggles, mutual suspicions between founders and a board that in 2023 could not explain why it fired its own CEO. behind the scenes. The most illuminating episode occurred not on the stand, but in a chain of late-night messages between Altman and Murati during “The Blip“, the weekend of November 2023 in which the board removed the CEO. At 2:30 a.m. Monday morning, Altman was asking his then-CTO if things were going well or badly. “This is going in a very bad direction. Sam, this is very serious,” Murati responded. Minutes later, Altman offered to leave to avoid lawsuits. Murati replied that the council already had a replacement: “uncle random of Twitch”, in reference to Emmett Shear. That same day, Murati signed the first of the letters from employees asking for Altman’s return. The contrast. What Murati’s deposition leaked is that she herself had fed the board with complaints about Altman before the firing. Helen Toner, a former councillor, testified that Murati and co-founder Ilya Sutskever had conveyed to the council a pattern of behavior about Altman’s honesty. Sutskever wrote a 52-page memorandum. On the stand, Sutskever himself confirmed writing to the board that Altman “demonstrates a consistent pattern of lying, undermining his executives, and pitting them against each other.” Murati, in his deposition, maintained his criticisms but framed them as “purely managerial.” Go deeper. The term that the Microsoft leadership used to describe what they saw in those days was said by Satya Nadella from the stand: ‘amateur city. The CEO of Microsoft, the main investor in OpenAI with more than 13 billion contributed, said that he never received a concrete explanation of why Altman was fired. “I was very concerned that employees would leave en masse,” he said. Nadella offered Altman a position at Microsoft with an open invitation to the entire OpenAI team. Altman admitted at trial that he was on the verge of accepting: “I would have made a lot of money and had a much easier life at Microsoft.” He ended up coming back to OpenAI with some new advice. The outgoing board’s accusation was that Altman “had not been consistently candid” with them. The money trail. The trial has also exposed Altman’s web of personal interests in companies that do business with OpenAI. While under interrogation, Altman acknowledged stakes worth more than $2 billion in companies such as Helion Energy, Cerebras –just went public–, Reddit or Stripe. His third of Helion (from which he has just left as president) is valued at 1,650 million. OpenAI has signed a framework agreement with Helion for future energy supplies. Forbes has recalculated his assets at more than 4,000 million after these revelations. Brockman, who according to Musk “did not invest a cent”, now appears with a stake valued at 30 billion. Yes, but. None of this changes the legal background. The jury must decide on two specific civil claims: breach of fiduciary trust and unjust enrichment. Musk’s lawyer, Steven Molo, has tried to turn this into a trial about Altman’s credibility. In his closing arguments he put an unflattering photo of the CEO on screen and asked the jury to imagine a bridge over a ravine “built on Sam Altman’s version of the truth.” And now what. OpenAI has been preparing for a long time an IPO that could value it at close to a billion dollars. Musk, meanwhile, flew to China with Trump despite the judicial warning that he could be called to testify again. Regardless of the ruling, the reputational damage has already been done. The narrative that OpenAI has tried to project for years (that of being an idealistic laboratory guided by the mission of benefiting humanity) now coexists with another version documented in a judicial process: that of a company where the co-founder sends messages to the CEO at two in the morning to tell him that it is finished and a few hours later she signs the letter asking for her return. A company where the president wrote in his diary that “it would be nice to earn billions.” And where the reference investor, seeing the chaos from the outside, called ‘amateur city to its governing bodies. The jury’s verdict will come next week. What can no longer be archived are the documents. In Xataka | There is a thing called “Ornn price index”, it is out of control and it is bad news for everyone Featured image | Xataka

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.